FOLIO WIZARD Trademark

Trademark Overview

On Thursday, May 8, 2003, a trademark application was filed for FOLIO WIZARD with the United States Patent and Trademark Office. The USPTO has given the FOLIO WIZARD trademark a serial number of 78247329. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 9, 2025. This trademark is owned by FOLIOfn, Inc.. The FOLIO WIZARD trademark is filed in the Insurance & Financial Services category with the following description:

Financial management, financial planning and financial investment services in the field of tradable instruments, securities, commodities and futures; financial analysis and consultation for others, namely, investors; mutual fund investment services; financial information services, namely, investment and portfolio status information provided by electronic means; and online security brokerage services

General Information

Serial Number78247329
Word MarkFOLIO WIZARD
Filing DateThursday, May 8, 2003
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 9, 2025
Registration Number2897184
Registration DateTuesday, October 26, 2004
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 3, 2004

Trademark Statements

Goods and ServicesFinancial management, financial planning and financial investment services in the field of tradable instruments, securities, commodities and futures; financial analysis and consultation for others, namely, investors; mutual fund investment services; financial information services, namely, investment and portfolio status information provided by electronic means; and online security brokerage services
NOT AVAILABLE"WIZARD"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 9, 2025
Primary Code036
First Use Anywhere DateTuesday, March 6, 2001
First Use In Commerce DateTuesday, March 6, 2001

Trademark Owner History

Party NameFOLIO FINANCIAL, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressMcLean, VA 22102
Party NameFOLIOfn, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMcLean, VA 22102
Party NameFOLIOfn, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressVienna, VA 22182
Party NameFOLIOfn, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressVienna, VA 22182

Trademark Events

Event DateEvent Description
Wednesday, July 14, 2004NOTICE OF PUBLICATION
Tuesday, October 28, 2003ASSIGNED TO EXAMINER
Wednesday, November 12, 2003NON-FINAL ACTION E-MAILED
Tuesday, May 11, 2004EXAMINERS AMENDMENT E-MAILED
Tuesday, May 11, 2004APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, October 26, 2004REGISTERED-PRINCIPAL REGISTER
Tuesday, October 26, 2010TEAS SECTION 8 RECEIVED
Wednesday, May 13, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, August 3, 2004PUBLISHED FOR OPPOSITION
Thursday, December 28, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, December 28, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, November 24, 2010CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, November 29, 2010REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, April 27, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, April 27, 2015TEAS SECTION 8 & 9 RECEIVED
Wednesday, May 13, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, May 13, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, January 16, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 18, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, November 18, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, November 18, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 18, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 18, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, October 26, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, May 9, 2025CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Wednesday, May 13, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

wizard folio financial services investment information namely portfolio fund status electronic security